Monthly Memory & Flash Market Watch
September
Samsung & SK hynix: key strategic moves and industry implications
• The recently announced agreements by Samsung and SK hynix represent a fundamental shift in the memory industry from a traditional cyclical commodity market to a strategically secured AI supply chain. Through multi-year partnerships with hyperscalers and AI ecosystem leaders such as Nvidia, Microsoft, Broadcom, and OpenAI, both companies have effectively locked in leading-edge HBM demand through the end of the decade.
Sandisk details growth strategy and long-term financial model
• Sandisk is transforming from a cyclical NAND supplier into an AI-focused storage platform company by combining advanced QLC NAND technology, High Bandwidth Flash (HBF), and long-term customer contracts. The strategy aims to capitalize on accelerating AI data-center storage demand while improving revenue visibility and profitability.
Samsung & SK hynix: key strategic moves and industry implications
• Samsung is investing aggressively to close the HBM technology gap, while SK hynix is leveraging its leadership position to lock in long-term AI customers; together, both companies are driving a shift from cyclical memory markets toward strategically secured AI infrastructure supply chains.
Micron unveils micron research labs, a US-based long-horizon innovation hub to shape the future of memory and AI
•The innovation center is backed by a $10 billion, 10-year investment to drive breakthroughs in memory, AI computing architectures, advanced packaging, and semiconductor manufacturing. By building a collaborative ecosystem across industry, academia, and government, Micron is positioning itself to shape the next decade of AI infrastructure and reinforce U.S. leadership in memory technology.The firm’s focus on long-horizon research signaling a strategy to secure future leadership in AI-era memory architectures rather than competing solely on near-term manufacturing scale.
SUPPLY TREND
2026 – 2027 Worldwide SSD Shipment
demand for legacy‑node SSDs is minimal within overall SSD shipments. Rapid expansion in AI‑related applications in 2026 is expected to drive sustained growth in demand for mainstream advanced‑node 3D‑type SSD products.
2026-2027 Worldwide DRAM Output
2026-2027 NAND Price Trend & Sufficiency Ratio
Flash Sufficiency: remains tight in 2026. In 2027, price momentum weakens as incremental supply growth begins to outpace slowing demand growth, leading to gradual price declines from 2Q27 without a significant supply glut.
Price Trend: spot and contract prices are expected to remain elevated in 2026 due to steady AI/datacenter demand. Contract prices peak around late-2026 before entering a plateau.
2026-2027 DDR5 Price Trend & Sufficiency Ratio
DRAM Sufficiency: DRAM supply remains structurally tight throughout 2026-2027, despite a brief period of near-balanced supply in mid-2026. Ongoing capacity migration toward HBM and advanced-node products, combined with sustained AI-driven demand growth, limits availability of conventional DRAM and deepens the supply deficit to approximately -6% by late 2027.
Price Trend: DDR5 remains the primary focus for all major memory suppliers, with prices expected to continue rising. Growing demand from AI servers, HBM-related capacity allocation, and next-generation AI platforms adopting SOCAMM2 is intensifying competition for DDR5 resources, further tightening supply and supporting upward pricing momentum. .
Información
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